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AlTi Tiedemann Global

520 E Hyman Ave #2a, Aspen, CO, 81611, United States

Overview

Wealth and asset management with transformational financial solutions.

Founded

1980

Deals ยท 12mo

0

Links

WebsiteLinkedIn

Stage focus

Series E

Geographic focus

United States

Sector focus

Advice
Asset Management
Finance
Financial Services
...

Investment portfolio

1rounds
NAMEDATESIZE
Swift Navigation
Jul 2025Participated
$50 MSeries E
Swift Navigation
Jul 2025Participated
$50 MSeries E
1
Items
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Insights

Time horizon

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Deal Distribution

AlTi Tiedemann Global: 1 funding rounds are recorded in the selected participation categories.All available history.
AlTi Tiedemann Global: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01

Monthly Deal Activity

AlTi Tiedemann Global: 1 deals are recorded across 16 months.All available history.
AlTi Tiedemann Global: 1 deals are recorded across 16 months. All available history
MonthDeals
Jul '251
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

AlTi Tiedemann Global: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

AlTi Tiedemann Global: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Networks, Cloud & Communication1
Hardware & Robotics1
Transportation & Logistics1

Deal Size Distribution

AlTi Tiedemann Global: 1 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

AlTi Tiedemann Global: 1 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

AlTi Tiedemann Global: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

AlTi Tiedemann Global: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
AlTi Tiedemann Global: 8 co-investors are shown, with Crosslink Capital sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

AlTi Tiedemann Global: 8 co-investors are shown, with Crosslink Capital sharing 1 recorded deals. All available history
Co-investorShared deals
Crosslink Capital1
Eclipse Ventures1
EPIQ Capital Group1
First Round1
New Enterprise Associates1
Niterra Ventures Company1
Potentum Partners1
TELUS Ventures1

Investment Strategy

AlTi Tiedemann Global: Led accounts for 0% and participating for 100% of round participation.All available history.
AlTi Tiedemann Global: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
AlTi Tiedemann Global: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
AlTi Tiedemann Global: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Adrian Reese

Global Head of Financial Planning & Analysis & Asset Management CFO - Managing Director

David Liu

Founder

Dwight Sawin

Partner

Kevin Moran

President and Chief Operating Officer